Introducing Colin Evans
What I do...

I take a consultative, holistic approach to financial planning and look at the broad picture for my clients, both individuals and the corporate market. I offer advice on all areas of wealth management, in particular:

  • Inheritance Tax planning and Investment
  • Long Term Care
  • Retirement Planning
My licence to deal with expatriates resident in Spain helps individuals to shield their savings from Spanish investment tax, and to manage inheritance tax planning if their domicile remains in the UK.

In the corporate arena, I offer company directors help with strategic planning of their financial affairs, as well as help and advice on employee benefits.

My style is hands-on, and at the first meeting I’ll identify my client’s aims and objectives in the short, medium or long term, in order to design a robust wealth management strategy for each individual. From the outset we agree the level of communication needed, and I meet all my clients face-to-face at least once a year, or more if appropriate.

I’ve been involved in financial services since 1986 and have been an Associate Partner with the St. James's Place Partnership since January 2004.

I hope you find my website informative, please feel free to browse and if you have any questions please contact me.

Colin Evans